Advisor Perspectives

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Newsletters and Commentaries Focused on Investment Strategy

Advisor Perspectives is the leading interactive publisher for Registered Investment Advisors (RIAs), wealth managers, and financial advisors.

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Active vs. Passive Management: A Live Debate Presenters: C. Thomas Howard, PhD and Andrew Berkin, PhD. Moderator: Robert Huebscher Two industry thought leaders will square off on the central issue that confronts all advisors and financial planners: active versus passive management.

In this live, Munk-style debate, Tom and Andrew will take opposing sides on the following proposition:

It is possible to identify active mutual fund managers who will deliver superior risk-adjusted performance.

Tom will argue for the proposition and Andrew will argue against it. After their formal presentations, they will respond to questions from Bob Huebscher and from the audience, who will be given the opportunity to vote on the proposition both before and after the debate. Results for both votes will be compared to determine the “winner” of the debate.

Tom and Andrew will also be available to continue discussion of the issues raised in the debate on APViewpoint.
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May 27 2015 8:15 pm
UTC
75 mins
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  • An advisor’s success in growing and retaining client relationships depends in part on their clients’ belief that the advisors can enhance investment returns. Yet, most financial advisors utilize theories and practices that are of no help at all in improving client outcomes. As more investors become aware that passively-managed index funds generally beat the vast majority of actively-managed funds, the advisory profession has responded by emphasizing strategies, from rebalancing to “smart beta,” that claim to deliver new investment alpha.

    This webinar will show that none of these and other implied “alpha-generators” adds any value, and that advisors would be better off following Warren Buffett’s advice that “you should invest in stocks as you would in a farm.” Using this axiom as a launching point, Michael will:

    •Describe the simple “safety-first” investment strategy presented in his book, The 3 Simple Rules of Investing;
    •Demonstrate why adopting this approach will have a wider benefit by reducing systemic risk and Wall Street power; and
    •Show how adopting this strategy will free advisors to spend less time focusing on chasing investment performance and more time on delivering value-added financial planning advice and solutions to their clients.

    There will be plenty of time for Q&A and Michael will also be available to answer additional questions about this presentation on APViewpoint.
  • As the Fed considers whether to tighten its interest rate policy in June or September, how should you adjust your clients’ fixed income portfolios to prepare for the coming “Bondmaggedon”? In this lively debate format:

    •Brian Battle of Performance Trust Company will argue in favor of individual bond positions.
    •Adam Weigold of Eaton Vance, will put forth the advantages of investing in the bond funds.

    Attendees will have time to ask questions of all presenters, and they will be able to vote on which argument they find most persuasive. Bob, Brian and Adam will also be available to answer additional questions about this presentation on APViewpoint.
  • Why can so few investors, advisors and fund managers outperform the market? In this webinar, Larry will leverage academic research to explain:

    •Why alpha generation will become even more challenging in the future;
    •How the migration of lesser-skilled alpha investors to passive strategies will increase competition for alpha among skilled investors;
    •Why alpha is becoming a zero sum game.

    There will be plenty of time for Q&A, and after the session Larry will be available to discuss its content on APViewpoint.

    The CFP Board has accepted this program for 1 hour of CE credit towards the CFP® certification. In addition, IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
  • In today’s time-pressed world, we all need to make sure that every minute counts when we’re communicating with clients. In this webinar, you’ll hear what some of today’s most successful advisors are doing to operate more effectively:
    · The tested strategy that increases client assets
    · Your best use of time to start each day
    · Three minutes that make meetings more productive
    · How to get clients to look forward to your meetings
    · The optimal way to wrap up a meeting


    This event is being conducted by Advisor Perspectives. LPL Financial and Advisor Perspectives are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered.
  • Improving the effectiveness of your prospecting approach is key to gaining and deepening client relationships and building AUM. In this webinar, Dan Solin, APViewpoint member and best-selling author of the Smartest series of investing and personal finance books will be joined by veteran marketers Robin Powell and Meredith Boggess to discuss current prospecting, marketing and client presentation techniques, tools and technology you should be using to achieve your goals for growth this year.
  • Assets in index funds and ETFs are reaching all-time highs, driven in part by the belief that stock selection strategies have become a fool’s errand for investors who are trying to outperform the market. In this webinar, O’Shaughnessy Asset Management CEO Jim O'Shaughnessy will share empirical research conducted over 80 years to debunk this myth and identify time-tested principles that allow investors to consistently beat the market.
  • Most research on optimal retirement income strategies is based on long-term historical averages. Retirement experts David Blanchett, Michael Finke and Wade Pfau will show how using returns better calibrated to current financial asset values (rather than historical averages) leads to a much more conservative estimate of safe-withdrawal rates for retirees. They’ll also discuss how to use different return scenario perspectives to improve the quality of investment advice and recommendations for your clients.
    The CFP Board has accepted this program for 1 hour of CE credit towards the CFP® certification. In addition, IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the registration process and stay for the entire session we can report your attendance to these organizations.
  • There are two fundamental schools of thought concerning the planning and implementation of retiree income withdrawal strategies:

    · The probability-based school of thought argues that systematic withdrawals from a diversified portfolio, when based on a withdrawal rate that would have worked historically, will be fundamentally sustainable over a client’s lifetime.

    · In the safety-first approach, also called lifestyle finance, spending goals are segmented between essential and discretionary needs, and clients use different investing strategies for each type of goal. This webinar will provide a detailed analysis of both schools of thought and how they can be applied to a financial planning practice.

    This session will provide a detailed analysis of the similarities and differences between these schools of thought and how they can be applied in a financial planning practice.

    Wade Pfau is a professor of retirement income in the new Ph.D. program for financial and retirement planning at The American College in Bryn Mawr, PA, and is the chief financial planning scientist for inStream Solutions. He is a frequent author on topics related to financial planning and writes a monthly article for Advisor Perspectives. He has received awards for his contributions from The Journal of Financial Planning and the Retirement Income Industry Association and is a frequent speaker at national conventions.
  • It's not better ideas - many advisors complain that they're drowning in good ideas. The key is to take a few high-impact ideas and turn them into action. This webinar will summarize state of the art research from leading academics at Columbia University, New York University, Texas A & M and the University of London to outline:

    •Why good ideas and good intentions don't translate into change
    •Proven best practices to move your business forward
    •A five-step plan to build momentum in your practice

    Dan Richards is an award-winning faculty member in the MBA program at the University of Toronto. His book, Getting Clients, Keeping Clients: The Essential Guide for Tomorrow's Financial Advisor, is an international best seller that was recognized by LIMRA as the best resource for financial advisors on the subject of client communication. Dan holds a degree in economics from McGill University and an MBA from Harvard Business School.

    Client Insights, Advisor Perspectives, and LPL Financial are all separate entities

    This event is being conducted by Advisor Perspectives. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered.
  • In 2014, 10-year Treasury bonds have combined strong returns with low volatility. In this webinar, DoubleLine CEO Jeffrey Gundlach will examine how inflationary pressures, ECB actions and potential changes in Fed policies will affect the bond market, and where opportunities may be found in undervalued sectors.

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